AVP, Relationship Manager Enterprise Bank and TrustAVP, Relationship ManagerSt. Peters, MODevelop and maintain comprehensive knowledge of all commercial products including loans, cash management, and deposits to facilitate cross-selling in order to enhance the client experience. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.
Project Manager JobotProject ManagerSt. Louis, MO$90,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. They have built a distinct reputation as a concrete contractor but have evolved over the years to provide complete construction services across a wide range of project types.
Client Relationship Manager Rockefeller Capital ManagementClient Relationship ManagerChesterfield, MissouriFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Responsibilities: Assisting senior advisors in preparing deliverables, client meeting preparation, including, building and analyzing client financial statements, developing financial planning insights and running portfolio allocation and performance reports.
Manager, Client Relationship Management SS&CManager, Client Relationship ManagementKansas City, MissouriProvide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions. The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention.
Manager, Client Relationship Management SS&C Technologies Holdings IncManager, Client Relationship ManagementKansas City, MO$70,000–$130,000 / yearProvide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions. The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention.
Client Relationship Manager- Banking & FS Cognizant Technology Solutions CorpClient Relationship Manager- Banking & FSSaint Louis, MOBy clicking "Accept All", you agree to the storing of cookies on your device to give you the most optimal experience using our website. We may also use cookies to enhance performance, analyse site usage and to personalise your experience.
Client Service Manager Kennedy Capital ManagementClient Service ManagerSt. Louis, MOFull timeIdentify opportunities to streamline how the team works - including AI tools, building reusable content libraries, and reducing manual steps in recurring workflows. We're hiring a Client Service Manager to own the production of prospect and client materials, lead RFP/RFI/DDQ responses, and help us bring more automation and efficiency to how this work gets done.
Corporate Trust Relationship Manager III UMB Financial CorpCorporate Trust Relationship Manager IIISt. Louis, MO$83,810–$131,550 / yearThis position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partner with corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex administrative issues and providing support to senior level client staff.
Relationship Manager I - Business Banking PNC BankRelationship Manager I - Business BankingMissouriIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Manager II - C&IB PNC BankRelationship Manager II - C&IBClayton, MissouriIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Relationship Manager MissionSquare RetirementSenior Relationship ManagerMO$126,560–$196,170 / yearWe focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. This role is pivotal in shaping client strategy, delivering high-impact insights through tools like Visual Analytics, and managing high-value relationships.
Relationship Manager Central Bancompany IncRelationship ManagerJefferson City, MOMaintain a collaborative teamwork environment with affiliate Bank referral sources as well as external professionals to appropriately satisfy the special needs of wealth management clients and to communicate the benefits of trust services to clients. Central Trust Company provides world-class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest.
Institutional Relationship Manager II UMB Financial CorpInstitutional Relationship Manager IIKansas City, MO$81,864–$120,406 / yearFrom both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives. Relationship Management and Sales Support Coordinate team to analyze portfolios and develop advanced Portfolio Management solutions and strategies based on the unique Investment Policy Statement (IPS) for each individual client and parameters provided via Request for Proposal (RFP) opportunities.
Associate Relationship Manager Fifth Third BancorpAssociate Relationship ManagerKansas City, MOARMs are expected to demonstrate proficient financial and risk analysis capabilities, along with sales and business development acumen Critical thinking and effective prioritization are essential, especially when supporting multiple Relationship Managers or other internal partners. This includes gaining a deep understanding of the bank's products and services, building sales and client engagement competencies, identifying new revenue opportunities through prospecting, applying consultative selling strategies, and advancing proposals through the sales cycle.
Relationship Manager ProSight Financial AssociationRelationship ManagerSt. Louis, MissouriRequirements: •A minimum of 3-5 years’ experience in an inside sales role with proven results in business-to-business solutions selling or a related customer service role •Experience with organizing and managing an assigned territory •Strong organizational skills and the ability to work in an independent, self-directed environment •Experience in a high-volume, telephone-based inside selling environment •Experience selling products in a Software as a Service (SaaS) business model a plus •Experience in the financial services industry a plus •A history of meeting or exceeding assigned sales quotas •Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems •Demonstrated high-energy, tenacity and dedication to excellence as a sales professional •Experience in maintaining long-term customer relationships •A successful record of upgrading and/or renewing existing customers •Desire for professional development •Motivated by an internal desire to win and a desire to increase your own personal wealth •Bachelor's degree required The compensation range for this position is $75,000 - $80,000 which includes base salary and participation in a commission plan based on individual sales results. The Relationship Manager is responsible for managing relationships with existing Learning & Development customers through direct customer contact and calling on bank and credit union customers in an assigned territory to identify business needs, renew existing products and sell additional products.
NewCommercial Relationship Manager Fifth Third BankCommercial Relationship ManagerKansas City, MissouriGENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
VP, Relationship Manager Enterprise Bank & Trust (Saint Louis)VP, Relationship ManagerClayton, MOEssential Duties and Responsibilities: Frequently represents the bank in the business community; actively develops relationships with business owners, C-level execs, COIs, etc. and builds a network of prospective bank customers to drive deal flow. Develop and maintain comprehensive knowledge of all commercial products including loans, cash management, trade service products and deposits to facilitate cross-selling and enhance the client experience.
Commercial Relationship Mgr Sr UMB Financial CorpCommercial Relationship Mgr SrKansas City, MO$99,750–$214,370 / yearThe team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size. In this role you must utilize your credit acumen and be knowledgeable in non-credit products such as treasury management, virtual card, trust, etc.
AVP, Relationship Manager Enterprise Bank & Trust (Saint Louis)AVP, Relationship ManagerClayton, MODevelop and maintain comprehensive knowledge of all commercial products including loans, cash management, and deposits to facilitate cross-selling in order to enhance the client experience. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.
Client Relationship Associate BroadridgeClient Relationship AssociateKansas City, MissouriWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. You will help with day-to-day client requests, coordinate with internal teams, track production activities, and assist with resolving basic service issues.
Impact Finance - Affordable Housing Relationship Manager U.S. BancorpImpact Finance - Affordable Housing Relationship ManagerSaint Louis, MO$169,380–$207,020 / yearWorks with clients and DPS team to connect clients with various product partners to determine other banking needs including deposit, payments, trust, wealth management and deepen client relationships by coordinating with other US Bank business lines. U.S. Bancorp Community Development Corporation d/b/a U.S. Bancorp Impact Finance, the tax credit and community development division of U.S. Bank, believes all people have a right to the possibilities that comes with living in a safe and vibrant community.
Small Business Relationship Manager - Kansas City U.S. BancorpSmall Business Relationship Manager - Kansas CityKansas City, MO$80,280–$98,120 / yearThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Small Business Relationship Manager - St Louis, MO U.S. BancorpSmall Business Relationship Manager - St Louis, MOSaint Louis, MO$80,280–$98,120 / yearThe Small Business Relationship Manager is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Small Business Relationship Manager - Little Rock, AR or Springfield, MO U.S. BancorpSmall Business Relationship Manager - Little Rock, AR or Springfield, MOSpringfield, MO$75,060–$91,740 / yearThe Small Business Relationship Manager is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Middle Market Relationship Manager U.S. BancorpMiddle Market Relationship ManagerClayton, MO$143,905–$169,300 / yearThis RM drives new client acquisition and deepens existing relationships by understanding complex business models, delivering tailored banking solutions, and structuring credit facilities that support growth, liquidity, and short- to long‑term capital strategies. The role works collaboratively with the portfolio management and credit teams to structure thoughtful financing solutions and maintain sound credit practices, ensuring the portfolio remains healthy while supporting clients' strategic needs.
Relationship Manager I - Business Banking The PNC Financial Services Group IncRelationship Manager I - Business BankingSt. Louis, MO$55,000–$98,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: Maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Deposit & Payment Solutions - Assistant Relationship Manager U.S. BancorpDeposit & Payment Solutions - Assistant Relationship ManagerSaint Louis, MO$91,440–$111,760 / yearResponsibilities include: direct customer interface functioning as liaison with various Bank departments, analyzing financial data, assisting Deposit Relationship Manager in preparing proposals, identifying customer needs and making appropriate referrals, ensuring accurate and thorough account and product implementation, assisting in training process of new clients / products. The Assistant Relationship Manager (ARM) works with the Deposit and Payment Solutions (DPS) Relationship Managers to manage assigned commercial customer relationships for Impact Finance and Commercial Real Estate.
Relationship Manager - EPIC NBT Bancorp IncRelationship Manager - EPICSt. Louis, MO$74,726–$115,000 / yearPhysical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Demonstrated knowledge of ERISA requirements, have experience with administering a broad range of qualified plans Skills and Abilities: Excellent oral and written communication skills combined with the ability to effectively present information and respond to inquiries from clients, company management and colleagues.
Commercial Banking Relationship Manager III- Dealer Floorplan The PNC Financial Services Group IncCommercial Banking Relationship Manager III- Dealer FloorplanSt. Louis, MO$80,000–$167,000 / yearSummary: • Establish strong commercial relationships using strong sales and negotiation skills • Grow, monitor, maintain, and support PNC Commercial Loans and related products • Manage strategic performance and reporting for assigned market • Have exceptional verbal, written, and presentation skills • Demonstrate knowledge and proficiency in using customer relationship management system • Commercial relationship management experience required • Commercial underwriting experience preferred. In addition, PNC generally provides the following paid time off, depending on your eligibility: Maternity and/or parental leave Up to 11 paid holidays each year 9 occasional absence days each year, unless otherwise required by law Between 15 to 25 vacation days each year, depending on career level And years of service.
Relationship Manager II - C&IB The PNC Financial Services Group IncRelationship Manager II - C&IBClayton, MOIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Tax Manager - Private Client Services RubinBrown CareerTax Manager - Private Client ServicesKansas City, MissouriA Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St.
NewClient Service Manager - Family Office Moneta Group Investment Advisors LLCClient Service Manager - Family OfficeSaint Louis, MOWe are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving.
Commercial Relationship Manager Regions Financial CorpCommercial Relationship ManagerClayton, MOJob Description: At Regions, the Commercial Relationship Manager III focuses on the delivery of tailored client solutions across a broad range of products and services within a dedicated geographic area and primarily targets clients generally with revenues up to $50MM - $75MM. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Embedded Banking Relationship Manager Dickinson Financial CorporationEmbedded Banking Relationship ManagerKansas City, MO$100,000–$125,000 / yearIn this role, you will own the partner lifecycle for assigned embedded banking relationships, driving strategic growth while balancing commercial objectives with strong risk stewardship in a regulated bank environment. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment.
Private Client Manager First National Bank of OmahaPrivate Client ManagerKansas City, MO$63,288–$104,425 / yearMonitor portfolio of accounts, notify team members of outstanding balances and anticipated cash needed for possible investment and cash requirements for asset purchases, distributions and expense payments, reconcile account cash balances and prepare account status reports. Summary of the Job: FNBO Wealth is hiring a Private Client Manager to support the Team Led advisory team including Ultra High Net Worth customers with daily customer servicing needs for long term planning.
Manager, Client & Advisor Experience Focus Financial PartnersManager, Client & Advisor ExperienceSaint Louis, MissouriThe Manager, Client & Advisor Experience role is a people leader on the Focus Client & Advisor Experience team responsible for leading a team and overseeing the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Dealer Relationship Manager - St. Louis JPMorgan Chase Bank, N.A.Dealer Relationship Manager - St. LouisSpringfield, MOFull timeIt offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. The DRM is responsible for managing and expanding relationships with automotive dealers, focusing on full dealer service needs including, retail services, commercial services and treasury solutions.
Senior Customer Relationship Manager Jack Henry & Associates IncSenior Customer Relationship ManagerMORemote$75,000–$95,000 / yearYou'll be responsible for managing complex business relationships, resolving issues, and leading diverse projects that require sound judgment and strategic thinking to deliver effective solutions. Maintains a high degree of communication with the management of each customer, including regularly scheduled conference calls and/or onsite, face-to-face visits.
Client Service Manager GallagherClient Service ManagerSaint Louis, MissouriFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
NewMiddle Market Relationship Manager U.S. BankMiddle Market Relationship ManagerClayton, MissouriThis RM drives new client acquisition and deepens existing relationships by understanding complex business models, delivering tailored banking solutions, and structuring credit facilities that support growth, liquidity, and short- to long‑term capital strategies. The role works collaboratively with the portfolio management and credit teams to structure thoughtful financing solutions and maintain sound credit practices, ensuring the portfolio remains healthy while supporting clients’ strategic needs.
Tax Manager - Private Client Services RubinBrown Family Office Services GroupTax Manager - Private Client ServicesKansas City, MOA Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St.
Premier Banking Relationship Manager Commerce Bancshares IncPremier Banking Relationship ManagerMO$73,025–$85,675 / yearThis compensation range is for the Premier Banking Relationship Manager job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The main purpose of this job is to drive new customers and sales through proactive networking, effective relationship management, and referral generation with a strong focus on acquiring new clients and expanding existing client relationships.
Tax Manager - Private Client Services RubinBrown LLPTax Manager - Private Client ServicesSt. Louis, MOPart timeA Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St.
Client Relationship Associate Broadridge Financial Solutions IncClient Relationship AssociateKansas City, MO$60,000–$65,000 / yearWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. You will help with day-to-day client requests, coordinate with internal teams, track production activities, and assist with resolving basic service issues.
Senior Brokerage Relationship Manager Wells Fargo & CoSenior Brokerage Relationship ManagerSaint Louis, MOThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Deposit & Payment Solutions - Assistant Relationship Manager U.S. BankDeposit & Payment Solutions - Assistant Relationship ManagerSaint Louis, MissouriResponsibilities include: direct customer interface functioning as liaison with various Bank departments, analyzing financial data, assisting Deposit Relationship Manager in preparing proposals, identifying customer needs and making appropriate referrals, ensuring accurate and thorough account and product implementation, assisting in training process of new clients / products. The Assistant Relationship Manager (ARM) works with the Deposit and Payment Solutions (DPS) Relationship Managers to manage assigned commercial customer relationships for Impact Finance and Commercial Real Estate.
Manager, Accounting Advisory Manufacturing Industry Clients Wipfli LLPManager, Accounting Advisory Manufacturing Industry ClientsClayton, MORemoteQualifications: Bachelor's degree in Accounting, Finance, or Business required • 4-6 years of accounting experience, including exposure to manufacturing environments • 3+ years of experience leading and developing teams • Knowledge of manufacturing accounting concepts, including WIP, inventory, job costing, and COGS • CPA, CMA, or similar certification preferred • Strong financial reporting and analytical skills • Proven ability to manage multiple priorities, projects, and client relationships • Excellent communication and presentation skills • Experience with accounting/ERP systems (e.g., QuickBooks Online, NetSuite, Fishbowl, Katana) and Microsoft Office • Ability to influence outcomes, drive process improvements, and develop team members • Ability to travel up to 10%. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.
Corporate Trust Relationship Manager III UMB BankCorporate Trust Relationship Manager IIISaint Louis, MissouriThis position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partner with corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex administrative issues and providing support to senior level client staff.
Relationship Manager III Cass Information Systems, Inc.Relationship Manager IIIMOAs part of a team that includes a PM, TMSR and FSR, the RM solicits new client accounts and expands existing client relationships by building comprehensive financial relationships including: Working with clients and prospects to determine the general creditworthiness of the client/prospect (including understanding its needs, abilities, capacity, leadership, and growth plans) and the merits of the specific loan request. The RM is responsible for building comprehensive financial relationships with existing and prospective clients by combining a thorough knowledge of the client's operations, condition, leadership, growth plans and economic/market trends, to recommend appropriate financial services (loans, deposit accts./ treasury services).
Senior Manager, Accounting Advisory Nonprofit Industry Clients Wipfli LLPSenior Manager, Accounting Advisory Nonprofit Industry ClientsClayton, MORemoteWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You'll collaborate closely with a supportive, high-performing team that lives the Wipfli Way - grounded in integrity, caring, excellence, and teamwork - while contributing to the growth and impact of our practice.